Jama - Mahindra Mutual Fund Badhat Yojana


Mahindra Mutual Fund Badhat Yojana


NAV : 19.6624
(+0.7586000000000013
arrow_upward
)
AUM : ₹334 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-6.88%-11.26%-11.7%1.96%31.75%19.57%14.09%



NAV History



Expense Ratio Trends


Fund Details

Prudent portfolio of investments across companies and sectors. Actively managed by professional fund managers for potential long term capital appreciation. Opportunity to participate in successful businesses through equity market.
NAV19.6624
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio50.0%
Exit Load : Entry Load Not applicable Exit Load - An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment; - Nil if Units are redeemed / switched-out after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,01,956₹1,00,127₹1,829
After 3 years₹1,70,970₹1,62,272₹8,698
After 20 years₹35,71,088₹25,21,329₹10,49,758

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 19.57% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager:
Manish Lodha